Best Financial Advisors in San Clemente

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Last updated: September 24, 2022

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SmartAdvisor by SmartAsset

San Clemente, CA

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

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Apriem Advisors

19200 Von Karman Ave. Suite 1050, Irvine, CA 92612

Certified Financial Planner (CFP)

Apriem Advisors is an independent firm that has been serving clients in San Clemente and neighboring areas since 1998. It offers financial services to industrial retirees, women of wisdom, multi-generational families, and charitable and nonprofit organizations. Its services include foundational asset management, financial and estate planning, portfolio construction, and market analyses. Co-founder Harmon A. Kong has CFP and AIF designations. He worked in an investment firm for almost a decade before founding Apriem with Mark Iwamoto, who holds an MBA.

Atomi Financial Group

20 Executive Park, Suite 120, Irvine, CA 92614

Estate Planning

Atomi Financial Group lends its expertise to individuals, families, businesses, and non-profit clients in San Clemente and nearby areas. The firm offers financial planning, legacy planning, investment solutions, debt elimination, and business-related services. Some of its financial planning specialties include planning for women, divorcing individuals, asset protection, and tax reduction, as well as Social Security analysis and probate support. Each of the firm's fiduciaries holds more than 15 years of industry experience.

Capital Financial

31461 Rancho Viejo Rd #104, San Juan Capistrano, CA 92675

Certified Financial Planner (CFP)

Capital Financial is an independent firm that serves the San Clemente metro and its surrounding areas. It helps clients through numerous financial services—such as tax, investment, and estate planning—that seek to match strategies with common milestones. It also helps manage debt, offering to restructure debts and liabilities with the aim of improving clients' cash flows. It also analyzes retirement plans and devises improvements or alternatives, as necessary. Capital Financial's team shares a combined experience of more than 100 years.

Dowling & Yahnke Wealth Advisors

12265 El Camino Real, Suite 300, San Diego, CA 92130

Certified Financial Planner (CFP)

Dowling & Yahnke Wealth Advisors has been serving clients in San Clemente and the surrounding communities for more than three decades. It offers financial and retirement planning services. Its investment management process involves developing plans based on clients' long-term goals, risk tolerance, and liquidity needs. It also advises on various charitable giving strategies and equity compensation management. The company's president, William G. Beamer, is a San Diego native who holds Certified Financial Planner and Chartered Financial Analyst designations.

Emerald Blue Advisors

25201 Paseo de Alicia, #125, Laguna Hills, CA 92653

Private Wealth Advisor

Emerald Blue Advisors is a firm that serves San Clemente. Its advisors create goal-based plans to help people manage every phase of their financial lives. They advise clients about investing in securities like ETFs, mutual funds, and UITs to grow their wealth. They offer life and long-term care insurance to protect them from financial risks. The firm’s other services include legacy, retirement income, and tax planning, as well as Social Security maximization. Emerald Blue Advisors carries over 20 years of industry experience.

NCG Financial

185 Avenue La Pata Suite 206, San Clemente, CA 92673

Retirement Planning
Insurance Products

NCG Financial is a wealth management firm that serves individuals and families from San Clemente and the surrounding areas. Its team provides financial planning services, including tax, retirement, estate, and college planning. It also advises on financial concepts and products such as 401(k), 403(b), bonds, common stock, and brokerage accounts. Founder Kenneth C. Annaloro Jr. has been working in the financial services industry for more than two decades. He is an Investment Advisor Representative.

Overland & Shanahan Wealth Advisors, Inc.

12520 High Bluff Drive, Suite 120, San Diego, CA 92130

Estate Planning
Certified Financial Planner (CFP)
Retirement Planning
Insurance Products

Overland & Shanahan Wealth Advisors, Inc., serves individuals, business owners, and executives in San Clemente. It offers personalized financial planning services that analyze clients' financial decisions and help them develop and establish financial goals. It handles estate and retirement planning, investment and tax management, and education expense planning. The company also assesses current insurance policies to look for better choices. Its founding partner, John P Overland, is a veteran with over 60 years of experience in financial planning.

Tax & Financial Group

4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660

Retirement Planning

Tax & Financial Group is an independent firm that serves clients in the San Clemente area. It provides comprehensive financial services, such as risk management, financial planning, estate planning, and business advisory. It offers investment portfolio management, company-sponsored retirement plans, mutual funds, money manager analysis, and annuities. Its family wealth counseling includes redistribution of social capital, increased discretionary income, planned giving services, and philanthropic strategies. The company was recognized as part of the Top 20 of the Orange County Business Journal's 2020 List of Financial Advisors.

Trusted Financial Advisors

San Clemente, CA

Retirement Planning

Trusted Financial Advisors is a firm that serves clients in San Clemente. It provides financial planning, wealth management, investment advice, portfolio management, and retirement planning services. It also offers income tax analysis, business planning, estate plan analysis, and annuity review. Its team has experience in bonds, stocks, corporate cash management, financial analysis, and risk management. Gary Miller, the company's financial advisor, is a CFP with over 30 years of industry experience. He has been featured in The Wall Street Journal, International Herald Tribune, and Barron's Magazine.

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Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

Q: What experience should I look for in a financial advisor?

A: If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Q: Can my financial planner help with taxes?

A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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